Retail – Sold Quantities per Product

What is a Product Sales Volume Dashboard? Product Sales Volume Dashboards are considered statistical analysis tools and are used by product and retail managers analyze trends and variances in their product sales volumes. Some of the main functionality in this type of dashboard is that it completely focused on product quantity metrics and provides analysis from these perspectives: 1) Sold quantities per product and product group with comparison to the budget, 2) Monthly trend in total sales volume with comparion to budget and actual last year, 3) Total actual sold quantity, budgeted quantity, and last year's quantity, 4) Actual current year percent variance to budget and last year. The filter in the top left corner enables the user to zoom in on specific data ranges. You find an example of this type of dashboard below.

Purpose of Product Sales Volume Dashboards Retail organizations use Product Sales Volume Dashboards to give their managers a single place to get  deep insight to the the performance of their products. When used as part of good business practices in Financial Planning & Analysis (FP&A) and product/sales departments, an organization can improve and speed up its product strategies and related sales, and it can reduce the chances that managers miss important item trends and exceptions that can affect revenues.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Finance officers, analysts, product managers, purchasing managers, marketing officers, store managers. Other Reports Often Used in Conjunction with Product Sales Volume Dashboards Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Product Sales Volume Dashboards, along with financial dashboards, profit & loss reports, sales reports, inventory reports, sales forecast, annual budgets and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

Built for retail finance teams and aligned with Solver's xFP&A platform, this Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Retail – Sold Quantities per Product in Solver? The Retail – Sold Quantities per Product is a pre-built xFP&A report template in Solver designed for retail organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for retail finance workflows.

Who uses this Solver report template? Cfos, fp&a managers, and retail finance teams in retail organizations rely on this Solver report template to replace manual spreadsheet-based processes with automated, near real-time analysis. It is especially useful during month-end close, budget cycles, and board reporting.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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